With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

Get the Guide on Moving from spreadsheets to software.

Get the guide

Want to join us? Become a partner. 

Become a partner

Sneak Preview: Custom Fields

One of the enhancements we've been working on which is nearing completion is Custom Fields. Custom Fields will let you define any number of additional fields against your clients, contacts, suppliers, jobs and leads allowing you to collect a wide range of information.

A list of the available custom field types is displayed below:

Using Custom Fields, you will be able to store additional contact information against your clients such as their Twitter account, LinkedIn URL, Facebook URL, Skype details etc. Not only can you store the likes of the Twitter account or Skype name, these values can be displayed as contextual links meaning you can click on the Twitter account to view the contacts timeline or click on the Skype name to initiate a Skype call or chat.

Adding Custom Fields to your leads will allow you to store additional information such as products, services of interest, web site addresses etc. Further to this, when a lead is marked as won, any custom fields shared between the lead and job will automatically be copied to the newly created job providing more information to your team when they come to start working on the job.

Using the Report Builder you will be able to extract and filter upon any custom field. For example, you could create a report to show all the leads for a specific product or perhaps extract an email list of all your clients who support your favourite football team.

Custom Fields is scheduled for release towards the end of this month.

Try WorkflowMax today with a 14 day free trial

It’s easy - no credit cards, no contracts. Start today.

Start free trial
Chirag Ahuja
Chirag is the Marketing Manager at WorkflowMax. Every day he strives to educate more and more business owners on how to do business better. From their first visit to the website or the first email they receive to the first video they watch – he is passionate about delivering a seamless, beautiful and personalized experience that people love and that converts strangers to leads to customers and finally into fans! Chirag loves listening to techno music, reading vedic scriptures, leading teams, building relationships, and discussing the big questions in life.

Chirag Ahuja